Work on basic system email templates modifications to customize them.
If you want to customize how Jetpack CRM communicates with your customers, — for example, by editing the emails sent for invoices, quotes, or client portal access, you can easily do that using the System Email Templates editor in your CRM settings.
Email system templates overview
Below you can find basic guidelines on how to find, edit, and test your system email templates in Jetpack CRM.
You can also learn more about templating via files and placeholders/merge tags if you want to customize your messages further.
Note: this manager is only for System Emails, and it doesn’t apply to Mail Campaigns (a paid extension), which has its own template manager.
System Emails include automatic messages like invoice notifications, quotes, and client portal emails.
Find and modify system email templates
You can access the system email templates by navigating to:
Jetpack CRM → CRM Settings → Mail → Mail Templates.
Alternatively, from any Jetpack CRM admin page, hover over your Gravatar (profile image) in the top-right corner and go to Settings → Mail → Mail Templates.
Once there, you’ll see a list of system templates, such as:
- Your Client Portal: welcome email sent to a new contact.
- Your Client Portal password: sent after a password reset.
- You have received an invoice: sent when you email an invoice.
- Your statement: sent with all unpaid invoices.
- You have received a new proposal: sent when a quote is emailed.
- Quote accepted: sent to you when a contact accepts a quote.
- Your event starts soon: sent before a scheduled task begins.
Click any template name to open and edit it.
Editing email template settings
Each template has several editable fields:
Active or Inactive
Toggle between Active and Inactive at the top-right.
Inactive templates will not be used for outgoing system emails.
Subject
This controls the subject line of the email. You can edit it freely to match your preferred tone or structure.
Delivery method
The default delivery method, set in CRM Settings → Mail → Mail Delivery, will appear here.
To use a different method for this specific template, select it from the dropdown.
Note: Make sure your chosen delivery method has already been configured in Jetpack CRM.
BCC To
Enter any email addresses you’d like to blind copy on all outgoing messages using this template.
This is useful if you want a copy in your inbox or for an admin to oversee communications.
Edit the email content
The Content field is where you edit the body of the email.
We recommend copying the original message into a text editor before making changes: this allows you to easily revert if needed.
You can write plain text or HTML, and add placeholders/merge tags (e.g., {contact_name}) by clicking Insert Placeholder or typing them manually.
If you are familiar with HTML will find this interface intuitive and flexible for creating professional, on-brand messages.
Previewing and testing the template
Once you’ve made changes, you can:
- Preview: click Preview to see how your email will look before saving.
- Send test: click Send Test to send a sample email to your site’s admin email address.
These features help ensure everything displays correctly before going live.
Save and apply changes
Click Save to publish your changes.
After saving, all emails of this type will immediately use the new template.
Be sure to preview and test your emails before saving, especially if you’ve modified the HTML or placeholders.
Additional Resources
Explore related tools: canned replies and email templates for even more customization options.
Learn more about setting up additional outbound addresses in the mail delivery manager.
Understand how Jetpack CRM uses different email types in the system emails explanation.